Customer View
This page describes what your customers experience when they access their account through your embedded storefront.
Customer Portal Overview
When customers visit your storefront and log in, they gain access to a personalized dashboard with their account information, order history, and the ability to place new orders.
Registration & Onboarding
New Customer Registration
When a new user registers on your storefront:
- Create Account: Customer provides email and creates a password
- Profile Completion: Customer is automatically directed to complete their profile
- Required Information:
- Customer Type (Individual or Business/Company)
- Name or Company Name
- Billing Address
- Shipping Address (optional - defaults to billing if not provided)
- Approval (if required): Account awaits admin approval before ordering is enabled
Note: If your storefront requires customer approval, newly registered customers will see a pending status until approved by an administrator.
Profile Enforcement
Customers must complete their profile before accessing other sections of the storefront. This ensures:
- Complete billing information for orders
- Accurate shipping addresses for deliveries
- Valid contact information for communications
Customer Dashboard
Once logged in and approved, customers see their personalized dashboard with the following sections:
Account Balance
The dashboard prominently displays the customer's current balance. This shows:
- Any outstanding amounts owed
- Credit balances (if applicable)
- Recent payment history summary
Orders Summary
A quick view of recent orders showing:
- Order numbers
- Order status
- Total amounts
- Due dates
My Orders
Customers can view a complete list of their order history:
Order List View
- Order Number: Unique identifier for each order
- PO Number: Customer's purchase order reference (if provided)
- Status: Current order status (e.g., Pending, In Production, Shipped)
- Total: Order total amount
- Date: When the order was placed
- Due Date: Expected completion or delivery date
Order Details
Clicking on any order shows the full order details:
- Line items with quantities and prices
- Product configurations and options
- Applied discounts
- Tax calculations
- Shipping information
- Tracking numbers (when available)
Order Tracking
For shipped orders, customers can track their deliveries:
Tracking Information
- Carrier name
- Tracking number (clickable link to carrier's tracking page)
- Shipment status
- Estimated delivery date
Multiple Shipments
If an order ships in multiple packages, each shipment is tracked separately with its own tracking number.
Create Orders
Customers can place new orders directly from their portal:
Product Catalog
Customers browse your product catalog based on their display settings:
- Standard and Exclusive Products: See all public products plus any exclusive products assigned to them
- Exclusive Products Only: See only products marked exclusive to their account
Product Configuration
For configurable products, customers can:
- Select options and attributes
- Enter custom dimensions
- View real-time pricing updates
- See product visualizations (if configured)
Cart & Checkout
The checkout process includes:
- Review cart items
- Confirm billing address
- Enter or confirm shipping address
- Select shipping method
- Apply any promo codes
- Enter payment information
- Review and submit order
Account Settings
Customers can manage their account information:
Profile Information
- Update name/company name
- Change email address
- Update phone numbers
- Modify customer type
Addresses
- Edit billing address
- Edit shipping address
- Add multiple shipping addresses (if supported)
Password
- Change account password
- Password strength requirements
Saved Payment Methods
For faster checkout, customers can save payment methods:
Saving Cards
- Securely store credit/debit cards
- Cards are tokenized through Stripe (never stored directly)
- Set a default payment method
Managing Saved Methods
- View saved payment methods (last 4 digits shown)
- Remove saved payment methods
- Add new payment methods
Quotes Mode
If your company operates in quote mode instead of direct orders:
Requesting Quotes
- Customers configure products and request quotes
- No payment required at submission
- Orders are marked as quotes pending approval
Quote Approval
- Admin reviews and approves quotes
- Customer receives notification of approval
- Customer can then proceed with payment
Reviews
After order completion, customers may leave reviews:
Leaving a Review
- Rate products on a star scale
- Write review comments
- Reviews help other customers make decisions
Review Visibility
- Reviews appear on product pages
- Helps build trust and social proof
Notifications
Customers receive notifications for important events:
Email Notifications
- Order confirmation
- Order status updates
- Shipment tracking information
- Invoice reminders
- Quote approvals
In-App Notifications
- Real-time status updates
- Important announcements
Guest Checkout
If your storefront allows guest checkout:
Guest Process
- Browse products without logging in
- Configure products and add to cart
- Enter contact information at checkout
- Complete payment
- Receive order confirmation via email
Limitations
- No saved order history
- No saved payment methods
- Must enter address each time
- No access to exclusive products
Note: Guest checkout can be enabled or disabled in Settings → Orders → Storefront.
Mobile Experience
The customer portal is fully responsive and works on all devices:
- Smartphones
- Tablets
- Desktop computers
Key mobile features:
- Touch-friendly interface
- Responsive product galleries
- Easy-to-use cart and checkout
- Mobile-optimized navigation
Price Visibility
Depending on your storefront settings, pricing may be:
| Setting | Guest Users | Logged-in Customers |
|---|---|---|
| Public | See all prices | See all prices (with any customer discounts) |
| Login Required | Prices hidden | See all prices (with any customer discounts) |
Configure price visibility in Settings → Orders → Storefront.
Troubleshooting
Can't Complete Profile
If a customer is stuck on the onboarding page:
- Ensure all required fields are completed
- Check that the email is valid
- Verify the address is complete
Can't See Products
If a customer reports missing products:
- Check their Products Display setting
- Verify exclusive product assignments
- Ensure the customer account is approved
Can't Place Orders
If a customer cannot complete checkout:
- Verify the account is approved
- Check payment method validity
- Ensure inventory is available
- Review any minimum order requirements